Tanya Spiller is a financial advisor with CAP Partners, LLC in Franklin, TN, holding Series 63, Series 65, and Series 66 designations and having 11 years of industry experience. She has been with CAP Partners since 2014. CAP Partners, LLC is an SEC-registered, multi-member investment adviser serving a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides personalized investment management with a long-term, buy-and-hold approach and offers financial planning and counseling services on a fee basis.

Laurie Cortner is a CFP® and Series 65 registered advisor with Vestia Personal Wealth Advisors, based in Nashville, TN. She has four years of industry experience, including prior roles at Waddell & Associates and ARGI Investment Services, LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm applies evidence-based investment strategies and combines in-house management with third-party advisors and technology-enabled solutions across multiple client segments.

John Crawford is a CFA® charterholder with 10 years of industry experience. He has been with Tranquility Partners, LLC since 2015 and also consults episodically with healthcare service companies through Optra Partners, LLC. Prior to his advisory role, he was an accountant and business executive. Tranquility Partners is a seven-advisor team managing nearly $1 billion in client assets, providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a wide range of analytical methods and investment strategies, offering access to diverse asset classes and customized reporting services.

Jackson Hornsby is a CFP® with five years of industry experience. He is currently with Luken Investment Analytics, LLC and previously worked at Wells Fargo Clearing Services and Fidelity Investments. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription-based services to other advisers. The firm uses quantitative, technical, and charting analysis to manage client portfolios and offers a wrap fee program alongside a paid Model Subscription Program for trade and allocation recommendations.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wilson Wealth Management Group since 2021 and maintains affiliations with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of financial advising, Johnson is a saxophonist and is involved with Marcus Johnson Music. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model portfolios and customized stock portfolios using technical analysis and longer-term passive ETFs, offering investment management, financial planning, estate planning coordination, and insurance and annuity solutions.

Caleb Alexander is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding a Series 65 designation. He has six years of industry experience, including roles at LBMC and Wiatr & Associates. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion across about 1,400 client relationships, utilizing a combination of fundamental and technical analysis within an active management framework that includes option writing and alternative investments.

Ann Taylor Knotts is a CFP® and CFA® with three years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2022 and previously held roles at 231 Advisors, Covenant Partners LLC, and SunTrust Bank. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances using a mix of equities, fixed income, ETFs, mutual funds, and alternative investments.

Aron Frank is a financial advisor at Gambit Capital Management, LLC in Nashville, TN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Woodbury Financial Services and Ameriprise Financial Services, as well as a year at Menasha Packaging Company. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, through discretionary portfolio management, financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies, with portfolios that may include derivatives and private placements tailored to client needs.

Katherine Yoho is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at TBH Global Asset Management, LLC since 2022. Prior to joining TBH, she worked for ten years at Wileybros Aintree Capital LLC. She volunteers as a supervisory committee member for Parthenon Federal Credit Union, participating in audits and board activities. TBH Global Asset Management is an SEC-registered multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, utilizing both in-house management and third-party model solutions.

April Pica is a financial advisor at Tranquility Partners, LLC with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Tranquility Partners since 2016. Tranquility Partners provides wealth management and portfolio management services to individual clients, including high-net-worth households, and offers family office services such as financial planning, wealth transition coordination, and charitable initiative support. The firm employs a variety of analytical methods and trading strategies, serving a diverse client base with customized reporting and access to a broad investment universe.

Philip Thomas is a financial advisor at HMS Investment Advisors in Nashville, Tennessee, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at HMS Capital Management, Inc. since 2013 and at Harmony Investment Management, Inc. since 2007. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm employs fundamental analysis across multiple model portfolios, including domestic and foreign equities, fixed income, mutual funds, and ETFs, and offers specialized strategies such as a Tactical Hedge overlay using options.

Isaac Knittle is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience at EQUITABLE ADVISORS llc. Outside of advisory work, he also works as an independent contractor driver for DoorDash. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, supported by fundamental, technical, and quantitative analysis.

Daniel Banaszak is a CFA® charterholder affiliated with PlanRock Wealth Strategies, LLC. He has experience with Victory Capital from 2015 to 2019 and has been self-employed since 2020. Banaszak has been with PlanRock Investment Management, LLC since 2023. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm manages approximately $64.4 million across about 35 client relationships and emphasizes ETF and mutual fund investments using strategic and tactical asset-allocation models.

Nicholas Pethokoukis is a financial advisor at Laffer Tengler Investments, Inc. with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Stifel Nicolaus and attended the University of Wisconsin - Madison. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by providing discretionary portfolio management, model portfolio delivery, and management in multiple wrap fee programs. The firm combines quantitative and fundamental analysis across proprietary strategies and acts as both a sponsor and participant in wrap fee platforms as well as a sub-adviser to an actively managed ETF.

Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services and has been with his current firm since 2021. Outside of advising, he is also an independent insurance agent. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing various techniques including asset allocation and technical analysis.

George Stadler is a CFA® charterholder with 16 years of industry experience. He has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios and offers services that include financial planning, family office support, and advisory relationships involving assets not directly managed by HMS.

Timothy Pagliara is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with CapWealth Advisors since 2009. Prior to this, he was involved with CapWealth Insights, LLC for eight years. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion through a team of 12 advisors and employs a mix of fundamental and technical analysis with active management strategies, including option writing and investments in alternative vehicles.

Frankie Merritt is a financial advisor at Beacon Capital Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Beacon Capital Management and Kalos Capital, Inc. since 2013. Merritt is also licensed as an insurance sales agent, offering life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, managing roughly $1.27 billion in assets across more than 2,000 client relationships.

Alex Owens is a financial advisor at Sage Rhino Capital LLC in Nashville, TN, holding a Series 65 designation with five years of industry experience. His work history includes roles at Proffitt & Goodson Inc. and PulteGroup, Inc., along with experience at the University of Tennessee’s Master's Investment Learning Center. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $883.7 million in discretionary assets. The firm uses a broad investment approach including option strategies and offers extensive planning services that cover investment, retirement, estate, charitable, tax planning, and more.

Tyron Draper is a CFP® with 13 years of industry experience and has been with Beacon Capital Management, LLC since 2016. Prior to joining Beacon, he worked at Kalos Capital for one year. Outside of his advisory role, he is involved in project management focused on the purchase, renovation, and remarketing of distressed properties. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships with diversified investment strategies tailored to client objectives.